RIAs: Under $100M AUM
12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Catherine R. Smith, Financial Planner, LLC
RIAAnchorage, AK
AUM $31.2MTEAM 3REPS 1
Frank Ramson, LLC
RIAAUM $31.1MREPS 1
Nathan G. Hanna, LLC
RIAPalm Harbor, FL
AUM $31.1MTEAM 1REPS 2
Bache Capital Management
RIAAUM $31.1MTEAM 1REPS 1
Acara Capital Management, LLC
RIAAUM $31.1MTEAM 1REPS 2
Sahni, Inc.
RIAAUM $31.1MTEAM 2REPS 1
MCA Cross Border Advisors Inc.
RIAMontreal
AUM $31.1MTEAM 24REPS 2
VIM Wealth Management, LLC
RIACoral Gables, FL
AUM $31.1MTEAM 3REPS 4
Skihawk Capital Partners, LLC
RIAColorado Springs, CO
AUM $31.1MTEAM 2REPS 2
Altos Financial Management, LLC
RIASan Jose, CA
AUM $31.1MTEAM 2REPS 3
LIN & Company, LLC
RIAAUM $31.1MTEAM 1REPS 2
Farrauto Wealth Management, Inc
RIANew York, NY
AUM $31.1MTEAM 1REPS 1
BW Financial Planning
RIAAUM $31.1MTEAM 1REPS 1
Stapleton Asset Management, LLC
RIAAUM $31.1MTEAM 3REPS 2
Financial Lifestyle Management
RIAGreenville, TX
AUM $31.1MTEAM 1REPS 1
Legacy Financial Designs
RIAShenandoah, TX
AUM $31MTEAM 2REPS 1
Beacon Financial Planners, Inc
RIAHouston, TX
AUM $31MTEAM 3REPS 1
Spinelli Financial Advisors, Inc
RIAAUM $31MTEAM 1REPS 1
Heinz Global Asset Management, Inc.
RIAAUM $31MTEAM 1REPS 1
Bodhi Tree Capital Management, LLC
RIAAUM $31MTEAM 2REPS 2
Eagle Talon Partners
RIANaples, FL
AUM $31MTEAM 3REPS 3
Team Covert, LLC
RIAAuburn Hills, MI
AUM $31MTEAM 2REPS 2
Grounded Wealth
RIAAUM $31MTEAM 1REPS 1
New Light Financial
RIAEnglewood, CO
AUM $31MTEAM 1REPS 2
Other AUM ranges
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